Robo-Advisors
Get the latest news and insights on robo-advisors, and how these developments impact financial advisors, investors, the wealth management industry and more.
ChatGPT Use Could Spell Disaster for Advisors: Author
By Jane Wollman RusoffAdvisors using such AI tools risk significant "legal and reputational harm," says Gary Smith of Pomona College.
March 22, 2023
6 Ways to Make Yourself More Valuable to ClientsHere's how to give clients what they really need, according to Betterment for Advisors.
March 17, 2023
Most New Investors of 2020 Are Still Investing: SurveyOne-third of new investors cited financial professionals as an information source, up 9 percentage points from 2020.
March 15, 2023
ChatGPT Use Will Become an Industry Trend: Brian McLaughlinOne challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 21, 2023
10 Best Robo-Advisors: Q4 2022A Robo Report ranking grades robo-advisors in categories like customer experience, access to live advisors and performance.